RICHARDS, MERRILL & PETERSON, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 90108
Institutional-grade research for retail investors
13F Reported Value
ⓘ$315.1M
Holdings
285
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
RICHARDS, MERRILL & PETERSON, INC. disclosed 285 positions worth $315.1M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.9% of the equity portfolio, followed by $MSFT and $AMZN. During the quarter the fund opened 12 new positions and exited 10 — including a new stake in $SPCX and a full exit from $SNOW. The portfolio is most concentrated in Technology (30.6% of disclosed assets). All figures are sourced directly from RICHARDS, MERRILL & PETERSON, INC.’s Form 13F-HR filing with the SEC under CIK 90108.
AI Fund Analysis
Stable
$AAPL4.9% weight
Held 7 quarters
$MSFT4.0% weight
Held 7 quarters
$AMZN3.8% weight
Held 7 quarters
$COST3.8% weight
Held 7 quarters
$QQQ3.7% weight
Held 7 quarters
$COST6 quarters accumulating
$GOOG6 quarters accumulating
$SYK6 quarters accumulating
SCHWAB US DIVIDEND ETF - C
6 quarters accumulating
CAPITAL GRP SHORT ETF - CO
6 quarters accumulating
Sector Allocation
TechnologyOtherConsumer DiscretionaryFinancialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$15.4M53,074 sh - 83.7#15
Quality
$12.7M34,125 sh - 74.6#152
Quality
$12.1M50,595 sh - 67.0
Quality
$12.0M12,810 sh - —
Quality
$11.7M15,835 sh - 90.2
Quality
$9.6M47,910 sh - 80.2
Quality
$9.2M25,662 sh - —
Quality
$7.2M9,677 sh - 74.8
Quality
$7.1M9,790 sh - 88.4
Quality
$6.0M5,156 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $15.4M | 53,074 |
| MICROSOFT CORP$MSFT | 83.7#15 | $12.7M | 34,125 |
| AMAZON COM INC$AMZN | 74.6#152 | $12.1M | 50,595 |
| COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $12.0M | 12,810 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $11.7M | 15,835 |
 NVIDIA CORP$NVDA | 90.2 | $9.6M | 47,910 |
| Alphabet Inc.$GOOG | 80.2 | $9.2M | 25,662 |
 SPDR S&P 500 ETF TRUST$SPY | — | $7.2M | 9,677 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $7.1M | 9,790 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $6.0M | 5,156 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RICHARDS, MERRILL & PETERSON, INC.'s 285 positions.
Showing top 10 of 285 holdings.
Sector Allocation
Technology
$96.6M
Other
$91.4M
Consumer Discretionary
$37.2M
Financials
$22.9M
Industrials
$21.6M
Healthcare
$19.0M
Energy
$8.6M
Utilities
$5.8M
Full Holdings — RICHARDS, MERRILL & PETERSON, INC. (Q2 2026)
All 285 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $15.4M | 4.9% | +10% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $12.7M | 4.0% | +8% | 83.7 |
| 3 | $AMZN | AMAZON COM INC | $12.1M | 3.8% | +5% | 74.6 |
| 4 | $COST | COSTCO WHOLESALE CORP /NEW | $12.0M | 3.8% | +0% | 67 |
| 5 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $11.7M | 3.7% | +1% | — |
| 6 | $NVDA | NVIDIA CORP | $9.6M | 3.0% | +1% | 90.2 |
| 7 | $GOOG | Alphabet Inc. | $9.2M | 2.9% | +14% | 80.2 |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $7.2M | 2.3% | +3% | — |
| 9 | $AMAT | APPLIED MATERIALS INC /DE | $7.1M | 2.3% | +2% | 74.8 |
| 10 | $MU | MICRON TECHNOLOGY INC | $6.0M | 1.9% | -18% | 88.4 |
| 11 | $SYK | STRYKER CORP | $5.8M | 1.8% | +13% | 69.8 |
| 12 |  $JPM | JPMORGAN CHASE & CO | $5.2M | 1.6% | +1% | 35.6 |
| 13 | — | SCHWAB US DIVIDEND ETF - COM | $5.1M | 1.6% | +7% | — |
| 14 | — | CAPITAL GRP SHORT ETF - COM | $5.1M | 1.6% | +6% | — |
| 15 |  $CVX | CHEVRON CORP | $5.0M | 1.6% | -0% | 54.7 |
| 16 |  $META | Meta Platforms, Inc. | $4.8M | 1.5% | +10% | 80.9 |
| 17 | — | VANGUARD INDEX FDS ETF - COM | $4.6M | 1.5% | +2% | — |
| 18 |  $CAT | CATERPILLAR INC | $4.2M | 1.3% | +3% | 67.8 |
| 19 | — | CAPITAL GRP GROWTH ETF - COM | $4.1M | 1.3% | +2% | — |
| 20 |  $RTX | RTX Corp | $3.5M | 1.1% | +1% | 70 |
| 21 | — | CAPITAL GRP DIVIDEND ETF - COM | $3.2M | 1.0% | +9% | — |
| 22 | — | FRANKLIN TEMPLETON ETF - COM | $3.2M | 1.0% | +51% | — |
| 23 |  $CSCO | CISCO SYSTEMS, INC. | $3.2M | 1.0% | -3% | 72.3 |
| 24 |  $GOOGL | Alphabet Inc. | $3.1M | 1.0% | -2% | 80.2 |
| 25 | — | CAPITAL GROUP FXD ETF - COM | $2.8M | 0.9% | +18% | — |
| 26 | — | PGIM TR ETF - COM | $2.8M | 0.9% | +3% | — |
| 27 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.8M | 0.9% | -7% | 64.5 |
| 28 |  $AVGO | Broadcom Inc. | $2.7M | 0.9% | +10% | 86.4 |
| 29 |  $HD | HOME DEPOT, INC. | $2.7M | 0.8% | -23% | 69.2 |
| 30 |  $PANW | Palo Alto Networks Inc | $2.6M | 0.8% | -1% | 66.5 |
| 31 |  $ISRG | INTUITIVE SURGICAL INC | $2.5M | 0.8% | +6% | 81.4 |
| 32 |  $V | VISA INC. | $2.5M | 0.8% | -6% | 83.5 |
| 33 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 0.8% | +6% | 66.7 |
| 34 |  $MS | MORGAN STANLEY | $2.4M | 0.8% | +4% | — |
| 35 | — | VANECK VECTORS TR ETF - COM | $2.2M | 0.7% | +42% | — |
| 36 |  $XOM | EXXON MOBIL CORP | $2.2M | 0.7% | -8% | 61.8 |
| 37 | — | ISHARES CORE S&P MID ETF - COM | $2.0M | 0.6% | -2% | — |
| 38 |  $PG | PROCTER & GAMBLE Co | $2.0M | 0.6% | +7% | 72.9 |
| 39 |  $MRK | Merck & Co., Inc. | $1.9M | 0.6% | -3% | 70.9 |
| 40 |  $LOW | LOWES COMPANIES INC | $1.9M | 0.6% | -10% | 63.5 |
| 41 |  $ABBV | AbbVie Inc. | $1.9M | 0.6% | +11% | 59.3 |
| 42 |  $KO | COCA COLA CO | $1.8M | 0.6% | +2% | 74 |
| 43 |  $PLTR | Palantir Technologies Inc. | $1.7M | 0.6% | +0% | 85.8 |
| 44 |  $TXN | TEXAS INSTRUMENTS INC | $1.7M | 0.5% | +1% | 70.4 |
| 45 |  $MCD | MCDONALDS CORP | $1.7M | 0.5% | +2% | 73.9 |
| 46 | — | ISHARES CORE S&P ETF - COM | $1.7M | 0.5% | -3% | — |
| 47 | — | CAPITAL GRP US ETF - COM | $1.6M | 0.5% | -0% | — |
| 48 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.6M | 0.5% | -3% | — |
| 49 |  $WM | WASTE MANAGEMENT INC | $1.6M | 0.5% | +7% | 70.7 |
| 50 |  $WMT | Walmart Inc. | $1.6M | 0.5% | +1% | 63.2 |
| 51 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.5% | +4% | 72.8 |
| 52 |  $AXP | AMERICAN EXPRESS CO | $1.5M | 0.5% | +58% | 73.2 |
| 53 |  $AMD | ADVANCED MICRO DEVICES INC | $1.5M | 0.5% | -8% | 78.8 |
| 54 |  $CEG | Constellation Energy Corp | $1.5M | 0.5% | +13% | 62.5 |
| 55 |  $USB | US BANCORP DE | $1.5M | 0.5% | -3% | 71.4 |
| 56 | — | CAPITAL GROUP FIXED ETF - COM | $1.5M | 0.5% | +12% | — |
| 57 |  $NUE | NUCOR CORP | $1.4M | 0.5% | +4% | 58.9 |
| 58 |  $VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.5% | +7% | 71.6 |
| 59 |  $LLY | ELI LILLY & Co | $1.4M | 0.4% | +11% | 89.3 |
| 60 |  $ORCL | ORACLE CORP | $1.3M | 0.4% | +2% | 67.2 |
| 61 | — | SPDR INDEX SHS FDS ETF - COM | $1.3M | 0.4% | +8% | — |
| 62 | — | PUTNAM ETF - COM | $1.3M | 0.4% | +119% | — |
| 63 |  $EMR | EMERSON ELECTRIC CO | $1.3M | 0.4% | +5% | 65.9 |
| 64 |  $AVA | AVISTA CORP | $1.2M | 0.4% | -11% | 57.9 |
| 65 |  $SBUX | STARBUCKS CORP | $1.2M | 0.4% | -3% | 54.6 |
| 66 |  $TT | Trane Technologies plc | $1.2M | 0.4% | +13% | — |
| 67 |  $MDT | Medtronic plc | $1.2M | 0.4% | -11% | — |
| 68 | — | INDUSTRIAL SELECT ETF - COM | $1.2M | 0.4% | +67% | — |
| 69 |  $UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.4% | +2% | 66.8 |
| 70 |  $FDX | FEDEX CORP | $1.1M | 0.4% | -8% | 60.3 |
| 71 | — | VANGUARD FTSE ETF - COM | $1.1M | 0.4% | +2% | — |
| 72 | — | SELECT SECTOR SPDR ETF - COM | $1.1M | 0.3% | +33% | — |
| 73 | — | VANGUARD HIGH DIVIDE ETF - COM | $1.1M | 0.3% | -4% | — |
| 74 |  $TMUS | T-Mobile US, Inc. | $1.1M | 0.3% | -9% | 72.7 |
| 75 |  $UBER | Uber Technologies, Inc | $1.0M | 0.3% | +6% | 79.3 |
| 76 | — | FIDELITY COVINGTON ETF - COM | $1.0M | 0.3% | +14% | — |
| 77 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.0M | 0.3% | +8% | 72.7 |
| 78 |  $SO | SOUTHERN CO | $995,611 | 0.3% | -1% | 65.1 |
| 79 |  $BX | Blackstone Inc. | $990,892 | 0.3% | -10% | 68 |
| 80 | — | RBB FD TR ETF - COM | $982,754 | 0.3% | +17% | — |
| 81 |  $UNP | UNION PACIFIC CORP | $976,974 | 0.3% | -3% | 74 |
| 82 | — | ISHARES CORE MSCI ETF - COM | $965,317 | 0.3% | +0% | — |
| 83 | — | JPMORGAN ETF - COM | $959,313 | 0.3% | +0% | — |
| 84 |  $CRWD | CrowdStrike Holdings, Inc. | $959,267 | 0.3% | -2% | 55 |
| 85 | — | ISHARES ETF - COM | $951,981 | 0.3% | -2% | — |
| 86 |  $ASML | ASML HOLDING NV | $921,111 | 0.3% | +14% | — |
| 87 |  $LIN | LINDE PLC | $915,052 | 0.3% | +0% | — |
| 88 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $912,162 | 0.3% | +2% | 66.5 |
| 89 | — | ISHARES INC ETF - COM | $909,910 | 0.3% | +1% | — |
| 90 | — | ISHARES ETF - COM | $904,955 | 0.3% | -6% | — |
| 91 |  $GLDM | World Gold Trust | $902,608 | 0.3% | +113% | — |
| 92 |  $ABT | ABBOTT LABORATORIES | $858,382 | 0.3% | -9% | 67 |
| 93 |  $TSLA | Tesla, Inc. | $853,818 | 0.3% | +3% | 50.1 |
| 94 | — | CAPITAL GROUP CORE ETF - COM | $823,992 | 0.3% | +31% | — |
| 95 |  $DHR | DANAHER CORP /DE/ | $816,751 | 0.3% | +7% | 63.9 |
| 96 | — | CAPITAL GRP EQUITY ETF - COM | $816,667 | 0.3% | +16% | — |
| 97 |  $ITW | ILLINOIS TOOL WORKS INC | $808,605 | 0.3% | +0% | 71.2 |
| 98 |  $BLK | BlackRock, Inc. | $801,839 | 0.3% | +0% | 70.3 |
| 99 | — | SELECT SECTOR SPDR ETF - COM | $793,450 | 0.3% | +39% | — |
| 100 |  $TJX | TJX COMPANIES INC /DE/ | $771,472 | 0.2% | +2% | 70.7 |
| 101 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $731,281 | 0.2% | NEW | — |
| 102 |  $LMT | LOCKHEED MARTIN CORP | $726,827 | 0.2% | +3% | 65 |
| 103 |  $QCOM | QUALCOMM INC/DE | $708,098 | 0.2% | +2% | 81.9 |
| 104 |  $DHI | HORTON D R INC /DE/ | $689,947 | 0.2% | +11% | 54.6 |
| 105 |  $ROK | ROCKWELL AUTOMATION, INC | $682,539 | 0.2% | +2% | 68.2 |
| 106 |  $HON | HONEYWELL INTERNATIONAL INC | $678,876 | 0.2% | -55% | 65.7 |
| 107 |  $HONA | Honeywell Aerospace Inc. | $670,326 | 0.2% | NEW | — |
| 108 |  $APD | Air Products & Chemicals, Inc. | $657,940 | 0.2% | -12% | 41.2 |
| 109 |  $MRVL | Marvell Technology, Inc. | $646,719 | 0.2% | +0% | 77.3 |
| 110 | — | ISHARES S&P MIDCAP ETF - COM | $635,793 | 0.2% | +0% | — |
| 111 | — | VANGUARD MID-CAP VAL ETF - COM | $623,812 | 0.2% | +7% | — |
| 112 |  $DIS | Walt Disney Co | $617,059 | 0.2% | +4% | 68.9 |
| 113 |  $MA | Mastercard Inc | $564,798 | 0.2% | +1% | 81.7 |
| 114 | — | CAPITAL GRP CORE ETF - COM | $560,062 | 0.2% | +4% | — |
| 115 |  $LDOS | Leidos Holdings, Inc. | $558,668 | 0.2% | -3% | 73.4 |
| 116 | — | ISHARES S&P 500 ETF - COM | $556,034 | 0.2% | +0% | — |
| 117 | — | PIMCO ACTIVE BOND ETF - COM | $545,550 | 0.2% | -1% | — |
| 118 | — | CAPITAL GROUP FXD ETF - COM | $538,914 | 0.2% | -2% | — |
| 119 |  $URI | UNITED RENTALS, INC. | $535,855 | 0.2% | +2% | 70.7 |
| 120 |  $GS | GOLDMAN SACHS GROUP INC | $525,530 | 0.2% | +2% | — |
| 121 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $511,134 | 0.2% | -4% | 60.7 |
| 122 |  $CRM | Salesforce, Inc. | $506,643 | 0.2% | +13% | 75.2 |
| 123 |  $BROS | Dutch Bros Inc. | $506,620 | 0.2% | -5% | 65.9 |
| 124 |  $AFL | AFLAC INC | $495,510 | 0.2% | -10% | 60.3 |
| 125 | — | STATE STREET SPDR ETF - COM | $495,226 | 0.2% | +38% | — |
| 126 | — | PROSHARES TR ETF - COM | $481,910 | 0.1% | +44% | — |
| 127 | — | VANGUARD MID CAP ETF - COM | $481,486 | 0.1% | +274% | — |
| 128 |  $KMI | KINDER MORGAN, INC. | $452,439 | 0.1% | -6% | 74.6 |
| 129 |  $LRCX | LAM RESEARCH CORP | $446,330 | 0.1% | -9% | 82.4 |
| 130 |  $NKE | NIKE, Inc. | $439,732 | 0.1% | +2% | 53.4 |
| 131 | — | ISHARES CORE S&P 500 ETF - COM | $431,361 | 0.1% | +4% | — |
| 132 |  $PCAR | PACCAR INC | $427,805 | 0.1% | -3% | 56.5 |
| 133 | — | DIMENSIONAL ETF TR ETF - COM | $413,922 | 0.1% | +0% | — |
| 134 |  $COP | CONOCOPHILLIPS | $413,264 | 0.1% | -6% | 74.8 |
| 135 |  $AMGN | AMGEN INC | $411,445 | 0.1% | +0% | 79.5 |
| 136 | — | ISHARES MSCI EAFE IN ETF - COM | $409,394 | 0.1% | +11% | — |
| 137 |  $ENVX | Enovix Corp | $408,359 | 0.1% | -1% | 25.2 |
| 138 | — | ISHARES NATIONAL ETF - COM | $403,575 | 0.1% | +0% | — |
| 139 |  $Q | Qnity Electronics, Inc. | $398,476 | 0.1% | NEW | — |
| 140 |  $PFH | PRUDENTIAL FINANCIAL INC | $396,091 | 0.1% | +7% | 58.6 |
| 141 | — | ISHARES CORE S&P TOT ETF - COM | $386,035 | 0.1% | +0% | — |
| 142 |  $SYY | SYSCO CORP | $385,992 | 0.1% | -11% | 58.4 |
| 143 | — | VANGUARD DIVIDEND ETF - COM | $385,691 | 0.1% | +0% | — |
| 144 |  $BAC | BANK OF AMERICA CORP /DE/ | $381,766 | 0.1% | -27% | 68.4 |
| 145 |  $NFLX | NETFLIX INC | $375,207 | 0.1% | -38% | 86.7 |
| 146 |  $BMY | BRISTOL MYERS SQUIBB CO | $368,789 | 0.1% | +18% | 70.1 |
| 147 | — | DIMENSIONAL TR US SM ETF - COM | $364,342 | 0.1% | +0% | — |
| 148 | — | CAPITAL GRP INTL ETF - COM | $359,910 | 0.1% | +0% | — |
| 149 |  $PSX | Phillips 66 | $345,661 | 0.1% | +0% | 47.6 |
| 150 | — | CAPITAL GRP WORLD ETF - COM | $341,341 | 0.1% | +11% | — |
| 151 |  $PAYX | PAYCHEX INC | $330,985 | 0.1% | -16% | 75.1 |
| 152 |  $TGT | TARGET CORP | $322,607 | 0.1% | -9% | 53.1 |
| 153 |  $RSG | REPUBLIC SERVICES, INC. | $316,658 | 0.1% | +0% | 72 |
| 154 | $GS | GOLDMAN SACHS GROUP INC | $315,547 | 0.1% | +7% | — |
| 155 |  $PLD | Prologis, Inc. | $310,975 | 0.1% | +9% | 67.5 |
| 156 | — | PROSHARES S&P 500 ETF - COM | $304,050 | 0.1% | +100% | — |
| 157 |  $XYL | Xylem Inc. | $301,436 | 0.1% | -6% | 65.6 |
| 158 |  $GBTC | Grayscale Bitcoin Trust ETF | $299,066 | 0.1% | -8% | — |
| 159 | — | SPROTT JUNIOR COPPER ETF - COM | $290,070 | 0.1% | -25% | — |
| 160 |  $EOSE | Eos Energy Enterprises, Inc. | $288,385 | 0.1% | -2% | 29.2 |
| 161 | — | SELECT SECTOR SPDR ETF - COM | $287,856 | 0.1% | +24% | — |
| 162 |  $PEP | PEPSICO INC | $283,155 | 0.1% | +8% | 62.7 |
| 163 | — | FRANKLIN INTL LOW ETF - COM | $283,080 | 0.1% | NEW | — |
| 164 |  $ACN | Accenture plc | $279,055 | 0.1% | -3% | — |
| 165 |  $FDXF | FedEx Freight Holding Company, Inc. | $273,904 | 0.1% | NEW | — |
| 166 |  $GBCI | GLACIER BANCORP, INC. | $264,709 | 0.1% | NEW | 62.1 |
| 167 | — | DIMENSIONAL TR ETF - COM | $262,483 | 0.1% | +0% | — |
| 168 | — | USCF TR ETF - COM | $261,756 | 0.1% | -8% | — |
| 169 |  $VRT | Vertiv Holdings Co | $261,160 | 0.1% | -20% | 82.7 |
| 170 | — | VANGUARD TOTAL STOCK ETF - COM | $258,862 | 0.1% | +0% | — |
| 171 | $META | Meta Platforms, Inc. | $254,532 | 0.1% | +0% | 80.9 |
| 172 | — | ISHARES S&P500 VALUE ETF - COM | $252,718 | 0.1% | +0% | — |
| 173 | — | FIRST TR VALUE LINE ETF - COM | $252,222 | 0.1% | -4% | — |
| 174 |  $BA | BOEING CO | $247,425 | 0.1% | +78% | 51.8 |
| 175 |  $VICI | VICI PROPERTIES INC. | $245,322 | 0.1% | +8% | 76.2 |
| 176 | — | CAPITAL GRP ETF - COM | $245,170 | 0.1% | +0% | — |
| 177 |  $DKS | DICK'S SPORTING GOODS, INC. | $244,376 | 0.1% | NEW | 67.9 |
| 178 |  $ETN | Eaton Corp plc | $243,741 | 0.1% | NEW | — |
| 179 |  $NOW | ServiceNow, Inc. | $242,740 | 0.1% | NEW | 76 |
| 180 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $241,022 | 0.1% | +0% | 70.8 |
| 181 |  $O | REALTY INCOME CORP | $233,899 | 0.1% | -8% | 74.6 |
| 182 | — | ISHARES S&P MIDCAP ETF - COM | $231,050 | 0.1% | +0% | — |
| 183 |  $DOV | DOVER Corp | $224,280 | 0.1% | +0% | 63.1 |
| 184 | — | RBB FD TR ETF - COM | $217,605 | 0.1% | +0% | — |
| 185 |  $EQIX | EQUINIX INC | $213,690 | 0.1% | +0% | 61.4 |
| 186 |  $DVN | DEVON ENERGY CORP/DE | $212,438 | 0.1% | -15% | 70.2 |
| 187 | — | GOLDMAN SACHS TR ETF - COM | $211,957 | 0.1% | +1% | — |
| 188 |  $IVZ | Invesco Ltd. | $210,418 | 0.1% | +3% | — |
| 189 | — | VANGUARD INTL EQUITY ETF - COM | $207,960 | 0.1% | -4% | — |
| 190 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $207,762 | 0.1% | +0% | — |
| 191 | — | ENTREPRENEURSHARES ETF - COM | $204,606 | 0.1% | NEW | — |
| 192 |  $STAG | STAG Industrial, Inc. | $203,032 | 0.1% | -17% | 67.8 |
| 193 | — | ISHARES CORE U.S. ETF - COM | $197,267 | 0.1% | +0% | — |
| 194 | $IVZ | Invesco Ltd. | $185,282 | 0.1% | +0% | — |
| 195 | $IVZ | Invesco Ltd. | $181,060 | 0.1% | +0% | — |
| 196 |  $DE | DEERE & CO | $180,150 | 0.1% | +0% | 57.4 |
| 197 |  $ALL | ALLSTATE CORP | $172,507 | 0.1% | NEW | 76.6 |
| 198 |  $INTC | INTEL CORP | $171,047 | 0.1% | +0% | 41.5 |
| 199 | — | SCHWAB US LARGE-CAP ETF - COM | $170,569 | 0.1% | -32% | — |
| 200 | — | ISHARES ETF - COM | $170,132 | 0.1% | +0% | — |
| 201 |  $UPS | UNITED PARCEL SERVICE INC | $168,668 | 0.1% | +7% | 58.2 |
| 202 | — | SCHWAB STRATEGIC TR ETF - COM | $163,669 | 0.1% | +0% | — |
| 203 | — | ISHARES ETF - COM | $160,008 | 0.1% | +0% | — |
| 204 | — | VANGUARD MID-CAP ETF - COM | $157,335 | 0.1% | -6% | — |
| 205 |  $CMI | CUMMINS INC | $156,906 | 0.1% | +0% | 58.9 |
| 206 |  $DUK | Duke Energy CORP | $153,921 | 0.1% | -15% | 64 |
| 207 | — | SCHWAB U.S. MID-CAP ETF - COM | $140,659 | 0.0% | +0% | — |
| 208 | — | SCHWAB US LARGE-CAP ETF - COM | $134,277 | 0.0% | -31% | — |
| 209 | — | VANGUARD SMALL CAP ETF - COM | $131,652 | 0.0% | -3% | — |
| 210 | — | VANGUARD INTERNATION ETF - COM | $130,274 | 0.0% | +0% | — |
| 211 | — | JPMORGAN EQUITY TR ETF - COM | $127,475 | 0.0% | +0% | — |
| 212 | — | VANGUARD FD ESG U.S ETF - COM | $126,950 | 0.0% | +0% | — |
| 213 | — | VANGUARD RUSSELL ETF - COM | $126,034 | 0.0% | +0% | — |
| 214 |  $GD | GENERAL DYNAMICS CORP | $117,253 | 0.0% | +0% | 73 |
| 215 |  $SCHW | SCHWAB CHARLES CORP | $110,909 | 0.0% | +0% | 77.2 |
| 216 |  $T | AT&T INC. | $110,745 | 0.0% | +0% | 71.9 |
| 217 | — | ISHARES INC ETF - COM | $109,728 | 0.0% | +0% | — |
| 218 | $IVZ | Invesco Ltd. | $104,967 | 0.0% | +0% | — |
| 219 | — | INVESCO S&P SMALLCAP ETF - COM | $104,385 | 0.0% | +0% | — |
| 220 |  $ADP | AUTOMATIC DATA PROCESSING INC | $103,913 | 0.0% | +5% | 77.9 |
| 221 | — | VANGUARD VALUE ETF - COM | $103,299 | 0.0% | -5% | — |
| 222 | — | SCHWAB STRATEGIC TR ETF - COM | $102,828 | 0.0% | +0% | — |
| 223 | — | FRANKLIN TEMPLETON ETF - COM | $100,680 | 0.0% | NEW | — |
| 224 |  $STT | STATE STREET CORP | $94,778 | 0.0% | +0% | 61.5 |
| 225 | — | GOLDMAN SACHS TR ETF - COM | $89,602 | 0.0% | +17% | — |
| 226 | — | VANGUARD INTERNATINL ETF - COM | $83,863 | 0.0% | -22% | — |
| 227 | — | VANGUARD MEGA CAP ETF - COM | $81,317 | 0.0% | +400% | — |
| 228 |  $F | FORD MOTOR CO | $80,898 | 0.0% | -19% | 58.5 |
| 229 | — | J P MORGAN EXCHANGE ETF - COM | $80,522 | 0.0% | +0% | — |
| 230 | — | ISHARES CALIFORNIA ETF - COM | $77,814 | 0.0% | +10% | — |
| 231 | — | PGIM ETF TR ETF - COM | $76,905 | 0.0% | +200% | — |
| 232 | — | VANGUARD LRG CAP ETF - COM | $75,660 | 0.0% | -37% | — |
| 233 | — | SCHWAB STRATEGIC TR ETF - COM | $63,295 | 0.0% | +0% | — |
| 234 | — | ISHARES RUSSELL ETF - COM | $62,383 | 0.0% | +0% | — |
| 235 | — | VANGUARD MEGA CAP ETF - COM | $61,294 | 0.0% | +0% | — |
| 236 | — | SELECT SECTOR SPDR ETF - COM | $59,442 | 0.0% | +0% | — |
| 237 | — | ISHARES GLOBAL TECH ETF - COM | $57,792 | 0.0% | +0% | — |
| 238 | — | VANGUARD GROWTH ETF - COM | $56,680 | 0.0% | +444% | — |
| 239 |  $GM | General Motors Co | $55,112 | 0.0% | +0% | 58.7 |
| 240 | — | FRANKLIN TEMPLETON ETF - COM | $54,933 | 0.0% | +0% | — |
| 241 | — | JPMORGAN ETF - COM | $53,112 | 0.0% | +0% | — |
| 242 | — | SELECT SECTOR SPDR ETF - COM | $50,673 | 0.0% | +542% | — |
| 243 | — | ISHARES MORNINGSTAR ETF - COM | $50,133 | 0.0% | +0% | — |
| 244 | $IVZ | Invesco Ltd. | $49,428 | 0.0% | +0% | — |
| 245 | — | ISHARES ETF - COM | $47,190 | 0.0% | +0% | — |
| 246 |  $LUV | SOUTHWEST AIRLINES CO | $43,296 | 0.0% | +0% | 51.1 |
| 247 | — | INVESCO SELF INDEXED ETF - COM | $42,121 | 0.0% | +0% | — |
| 248 | — | INVESCO SELF INDEXED ETF - COM | $40,929 | 0.0% | +0% | — |
| 249 | $IVZ | Invesco Ltd. | $40,335 | 0.0% | +51% | — |
| 250 | — | SCHWAB STRATEGIC TR ETF - COM | $39,839 | 0.0% | +0% | — |
| 251 | — | DIMENSIONAL ETF TR ETF - COM | $35,290 | 0.0% | +1% | — |
| 252 | — | SELECT SECTOR SPDR ETF - COM | $34,905 | 0.0% | +0% | — |
| 253 | — | ISHARES TR ETF - COM | $34,271 | 0.0% | +300% | — |
| 254 | $IVZ | Invesco Ltd. | $33,912 | 0.0% | +0% | — |
| 255 |  $C | CITIGROUP INC | $33,870 | 0.0% | +1% | 54.8 |
| 256 | — | ISHARES ETF - COM | $32,728 | 0.0% | +0% | — |
| 257 | — | VANGUARD INTERMEDIATEETF - COM | $31,819 | 0.0% | +6% | — |
| 258 | — | ISHARES SELECT ETF - COM | $31,260 | 0.0% | +0% | — |
| 259 | — | ISHARES ETF - COM | $27,232 | 0.0% | +0% | — |
| 260 |  $CCZ | COMCAST CORP | $26,219 | 0.0% | -34% | 70.4 |
| 261 | — | ISHARES ETF - COM | $24,828 | 0.0% | +0% | — |
| 262 |  $AMT | AMERICAN TOWER CORP /MA/ | $23,718 | 0.0% | +0% | 69.8 |
| 263 | — | VANGUARD SMALL CAP ETF - COM | $23,643 | 0.0% | +26% | — |
| 264 | — | PGIM ETF TRUST ETF - COM | $22,298 | 0.0% | +0% | — |
| 265 | — | VANECK VECTORS TR ETF - COM | $20,792 | 0.0% | +0% | — |
| 266 | — | VANGUARD INTL EQTY ETF - COM | $18,090 | 0.0% | +0% | — |
| 267 | — | SELECT SECTOR SPDR ETF - COM | $16,419 | 0.0% | +0% | — |
| 268 | — | ISHARES ETF - COM | $14,540 | 0.0% | +0% | — |
| 269 | — | ISHARES NASDAQ ETF - COM | $14,264 | 0.0% | +0% | — |
| 270 | — | GOLDMAN SACHS TR ETF - COM | $14,141 | 0.0% | +0% | — |
| 271 |  $PM | Philip Morris International Inc. | $13,568 | 0.0% | +0% | 80.5 |
| 272 | — | VANGUARD RUSSELL ETF - COM | $9,969 | 0.0% | +0% | — |
| 273 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $9,834 | 0.0% | +0% | 71.5 |
| 274 | — | VANGUARD SMALL CAP V ETF - COM | $7,776 | 0.0% | +0% | — |
| 275 | — | ISHARES ETF - COM | $7,747 | 0.0% | +0% | — |
| 276 |  $TM | TOYOTA MOTOR CORP/ | $7,579 | 0.0% | +0% | — |
| 277 | — | ISHARES ETF - COM | $6,583 | 0.0% | +0% | — |
| 278 | — | ISHARES MSCI EAFE ETF - COM | $6,335 | 0.0% | +0% | — |
| 279 | — | ISHARES ETF - COM | $5,160 | 0.0% | +0% | — |
| 280 | — | JPMORGAN ETF ETF - COM | $3,760 | 0.0% | +0% | — |
| 281 | — | VANGUARD MORTGAGE ETF - COM | $2,200 | 0.0% | +0% | — |
| 282 | — | VANGUARD INTERMEDIAT ETF - COM | $2,148 | 0.0% | +0% | — |
| 283 | — | VANGUARD LONG TERM ETF - COM | $2,137 | 0.0% | +0% | — |
| 284 | — | VANGUARD EXTENDED ETF - COM | $985 | 0.0% | +0% | — |
| 285 | — | ISHARES RUSSELL ETF - COM | $883 | 0.0% | +0% | — |
New Positions (12)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$731,281$HONA Honeywell Aerospace Inc.$670,326$Q Qnity Electronics, Inc.$398,476 FRANKLIN INTL LOW ETF - COM$283,080
$FDXF FedEx Freight Holding Company, Inc.$273,904$GBCI GLACIER BANCORP, INC.$264,709$DKS DICK'S SPORTING GOODS, INC.$244,376$ETN Eaton Corp plc$243,741$NOW ServiceNow, Inc.$242,740 ENTREPRENEURSHARES ETF - COM$204,606
$ALL ALLSTATE CORP$172,507 FRANKLIN TEMPLETON ETF - COM$100,680
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